Marshall Wace’s Lakeland Financial Corp LKFN Stock Holding History

Marshall Wace’s Portfolio LKFN Stock Details LKFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$332K	Sell	5,382 -12,291	-70%	-$741K	﹤0.01%	2680
2026 Q1	$1.01M	Sell	17,673 -11,807	-40%	-$693K	﹤0.01%	2126
2025 Q4	$1.68M	Buy	+29,480	New	+$1.75M	﹤0.01%	1658
2025 Q3	–	Sell	-66,144	Closed	-$4.06M	–	3171
2025 Q2	$4.06M	Sell	66,144 -7,371	-10%	-$428K	﹤0.01%	1245
2025 Q1	$4.37M	Buy	+73,515	New	+$4.82M	0.01%	1126
2024 Q4	–	Sell	-8,526	Closed	-$555K	–	2819
2024 Q3	$555K	Buy	8,526 +2,194	+35%	+$143K	﹤0.01%	1888
2024 Q2	$390K	Buy	+6,332	New	+$386K	﹤0.01%	2056
2023 Q3	–	Sell	-11,708	Closed	-$568K	–	2475
2023 Q2	$568K	Buy	+11,708	New	+$612K	﹤0.01%	1941
2023 Q1	–	Sell	-7,765	Closed	-$567K	–	2915
2022 Q4	$567K	Buy	+7,765	New	+$595K	﹤0.01%	2323
2022 Q3	–	Sell	-49,333	Closed	-$3.28M	–	3595
2022 Q2	$3.28M	Buy	+49,333	New	+$3.52M	0.01%	1665
2019 Q2	–	Sell	-17,152	Closed	-$776K	–	1618
2019 Q1	$776K	Sell	17,152 -776	-4%	-$35.4K	0.01%	1012
2018 Q4	$720K	Sell	17,928 -49,608	-73%	-$2.16M	0.01%	1002
2018 Q3	$3.14M	Buy	+67,536	New	+$3.3M	0.03%	565

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Marshall Wace's LKFN Position: Q2 2026 in Review

Marshall Wace reduced its Lakeland Financial Corp (LKFN) stake by 70% in Q2 2026, selling an estimated $741K and leaving 5,382 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

Marshall Wace first reported a position in LKFN in Q3 2018 and has held it in 13 quarters since. The position peaked at $4.37M in Q1 2025. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Marshall Wace held 5,382 shares of Lakeland Financial Corp worth $332K as of Q2 2026.
Marshall Wace sold 12,291 Lakeland Financial Corp shares in Q2 2026, an estimated $741K.
Lakeland Financial Corp made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2680 holding.
Marshall Wace first reported a position in Lakeland Financial Corp in Q3 2018 and has held it in 13 quarters since.
Marshall Wace's Lakeland Financial Corp position peaked at $4.37M in Q1 2025.
256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.